AI & ADVANCED TOOLS

AI contact center

Answer after a configured ring delay and capture or book eligible work.

Preview the workflow Open workspace

Connected service setupRequires phone-provider, AI and business scheduling setup.

Office receptionist helping a customer by phone — AI contact center · connected to the work behind the record

A PRACTICAL EXAMPLE

A caller asking for service.

Click each step to see the information your team brings in, the review they make and the record they keep.

crewTendInteractive product preview · sample data

Connected work record

Prepare the record

A caller asking for service

Caller details
service issue
location
availability and escalation rules

Prepared for the field

What your team captures

Caller details, service issue, location, availability and escalation rules.

What your team does

Use configured phone routing and review the intake or callback handoff.

What stays connected

A call record and a clear next action for the team.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a caller asking for service. Use configured phone routing and review the intake or callback handoff. The result is a call record and a clear next action for the team.

What needs to be configured?

Requires phone-provider, AI and business scheduling setup.

Product readiness Ask about setup

Can the whole team use the same record?

Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.

Security & access

THE NEXT STEP STAYS CONNECTED